Top financial advisors in Midvale, UT
We’ve curated a list of the best financial advisors in Midvale, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$95,460,565
Number of advisors
15 advisors
| $95,460,565 | 15 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Midvale, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Midvale. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Everspire
Aegis Wealth Group, LLC, operating as Everspire, is an SEC Registered Investment Advisor founded in 2005 and registered as an independent RIA in 2015. The firm manages $181,142,726 in Regulatory Assets Under Management on a discretionary basis. Aegis Wealth offers wealth management, financial planning, and investment management services to meet individual client retirement needs. The firm has a sub-advisory relationship with E6 Portfolios, providing clients with a range of investment strategies. Aegis Wealth does not have formal minimums for clients and allows each advisor to set their policies for taking on clients. The firm is a fiduciary under ERISA and the IRC, acting in the best interests of clients. Aegis Wealth does not accept performance-based fees and clients may grant the firm discretionary trading authority. The firm has a Code of Ethics, and advisors may invest in similar securities as clients. Aegis Wealth does not receive compensation for client referrals and does not accept soft dollar benefits. Clients are encouraged to review account statements and meet with advisors annually for reviews. Aegis Wealth does not accept authority to vote client securities and does not require prepayment of fees exceeding $1,200. The firm has no disciplinary disclosures and has not been subject to a bankruptcy petition.
$95,460,565 under management
15 advisors
Fee structure
A percentage of assets under your management
WRAP FEE
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Educational Seminars/workshops
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Midvale, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Midvale. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Your first meeting is free.